Odoo crm tutorial jobs

...should not be rushed - quality of the videos should be high - Each tutorial should be a step-by-step walkthrough, including screenshots to help illustrate each point. - - Extensive experience with Discord and great communication skills are must-haves for this project. I look forward to seeing your proposals. 3. For the voice over i will give you access to my elevenlaps account where i cloned my voice you can use my voice for the videos all you have to do is write the script and it will generate the voice for you. each video i will be paying $7 Australian dollar which is $4.5 Us dollar. 7*10=70 which is about $45 Us dollar. If we understand and i like your quality of work I have additional 50 discord short tutorial videos that needs to be done. Each video I will...

I am seeking an experienced Android developer to create a Forex live charting app that integrates seamlessly with our online CRM. The app will receive live Forex data along with indicators via web socket. Key Features: Real-time Forex charts with multiple timeframes Integration of specific indicators provided through the web socket Option to switch between different currency pairs Customizable interface: users can select which indicators to display Push notifications for significant market events Sample Menu: Home News Market Accounts The app should be both functional and visually appealing, with an intuitive user interface that accommodates traders of all levels. The design should prioritize ease of navigation and effective use of the app's features. You will receive a spe...

I'm in need of a talented Senior Developer who has in-depth experience with both Boomi and Mulesoft. The primary goal of this project is to migrate our existing integrations to a new platform successfully. Key Requirements: - Proficiency in Boomi an...Requirements: - Proficiency in Boomi and Mulesoft: You should be well-versed in both platforms, able to navigate their functions and features effortlessly. - Migration Experience: Your role will involve transferring our existing integrations to a new platform. As such, experience with migration projects is essential. - System Integration: We're looking to integrate various types of systems, including CRM and ERP systems, custom applications, and third-party services. Your ability to connect these seamlessly is crucial to th...

I'm in a time crunch and need an experienced Odoo developer to assist with student enrolment form in Odoo versions 16 and 17. The ideal candidate should: - Have prior experience working specifically with Odoo versions 16 and 17 - Be knowledgeable about Odoo forms and Sales/invoice functionalities - Be able to work quickly and efficiently, delivering within a 2-hour window. Your role will primarily involve: - Troubleshooting existing issues in the registration form and Sales - Making any necessary adjustments to improve their functionality - Ensuring that the system runs seamlessly If you have the skills and availability to help out with this project, please get in touch immediately.

I have a Google document with incomplete data that needs to be corrected. The data includes missing names, mobile numbers, and email addresses. This information can be cross-referenced with our CRM software, servicem8, and previous job records to ensure accuracy. Key requirements: - Fill in missing names, mobile numbers, and email addresses - Cross reference with our CRM and past job data - Ensure that all data is accurate - Provide regular updates via instant messaging platform Ideal skills and experience: - Experience with data cleaning and cross-referencing - Proficiency in working with CRM software, specifically servicem8 - Strong attention to detail - Ability to communicate effectively and provide regular updates on progress - Previous work examples are require...

I'm seeking a skilled developer to help create a professional real estate website with integrated CRM capabilities. Key Requirements: - Website to primarily focus on showcasing real estate listings. It should be visually appealing, user-friendly, and easily navigable. - Integrated CRM system to manage and track leads effectively. This system is crucial for our business to convert leads into sales. - The CRM should include sales pipeline management functionality, allowing for easy tracking of prospects through the sales cycle. Ideal Skills & Experience: - Proficiency in web development, with a strong portfolio of real estate websites. - Expertise in CRM integration, particularly with sales pipeline management. - Experience in building lead generation f...

...reliable freelancer who can help me with customizing the Client Onboarding Form in the SWEEPANDGO CRM system. The main changes I'm looking for are in terms of styling, with adjustments to the color scheme and layout of the form. Additionally, I'm looking to improve the form's functionality. Key requirements for the project include: - Making color scheme modifications: I'm looking for someone who can work with neutral and minimalist colors. - Layout adjustments: Specifically, reorganizing form fields to create a better flow and simplifying the form to make it more user-friendly. Ideal candidates for this project should be adept in: - Front-end development - UI/UX design - Experience with CRM systems, especially SWEEPANDGO Please note that a milestone...

As the client, I am search of a seasoned virtual assistant to support me during typical work hours, 9am to 5pm (UTC +1). The ideal candidate will possess the following expertise: CRM MANAGEMENT: Monitor and manage follow-ups and sales activities within the CRM. Update and maintain accurate records of customer interactions and sales leads. Assist in developing strategies to improve CRM processes and efficiency. Customer Service: Respond to customer inquiries and resolve issues promptly and professionally. Maintain a high level of customer satisfaction through effective communication and problem-solving skills. Liaise with other departments to ensure customer needs are met. Email Management: Monitor and manage the CEO's email inbox, prioritizing and flagging impo...

I am in nee...potentially integrating more features as the project progresses. API Integration: - Gift card vendor APIs: It will be essential to integrate various gift card vendor APIs to ensure a wide range of choices are available. - Payment gateway APIs: Payment integration is a core feature. The platform should be able to accept various forms of payment securely. - Customer relationship management (CRM) APIs: Integration with CRM APIs will be necessary to maintain and manage relationships with our clients effectively. It's important that you have experience in developing similar B2B platforms and are proficient in API integration. Your work should be clean, secure, and scalable. If you're confident you can deliver a project of this magnitude, I'd love to...

I need a professional to assist in implementing and customizing an Odoo POS system. While I didn't specify any particular customizations or features, I'm open to suggestions that can improve the POS system for my business. Your expertise in Odoo POS will be crucial in ensuring a seamless implementation and customization process.

...individuals for health benefits or similar programs is highly desirable. -Excellent communication skills, both verbal and written, with the ability to engage prospects effectively. -Strong empathy and interpersonal skills to build rapport with prospects and earn their trust. -Self-motivated and results-oriented, with the ability to work independently and meet daily call quotas. -Proficiency in using CRM software or other tools for call tracking and data management. Benefits: -Daily and Weekly Bonuses based on production!!! -Competitive compensation based on performance and call volume. -Opportunity to make a meaningful impact by helping low-income individuals access essential healthcare services. -Potential for growth and advancement within the company based on performance. If...

I require a skilled Odoo specialist to streamline and automate various CRM tasks in my business. The specific activities include: - Contact Management: Enhance existing functionality to include custom fields and triggers, to cater for more personalized relations with our customers. - Email Marketing: Implement an automation system that will optimize our efficiency in reaching out to our vast clientele. - Sales Tracking: Initiate an automated sales tracking system within Odoo that will simplify the sales management process. Ideal Skills & Experience: - Proficient in Odoo software - Experience in automating CRM tasks - Knowledgeable in programming custom fields and triggers - Prior experience in setting up email marketing automation - Track record ...

...in Zoho CRM and programming skills in Deluge to help create a set of custom applications. These apps will be connected to AI tools like Chat GPT and Google Gemeni. I want to hire someone for the next 12 months as a general support. We will pay a minimum of USD 50 with projects ranging up to USD 500 or more. If there is nothing to do I will still pay USD 50/month just to have the continus support. Key Requirements: - Diverse automations, functions, and data management routines within Zoho CRM. - Specific tasks will include workflow automation and custom reporting. - Integration of Zoho CRM with various AI tools, specifically OpenAI and Google Gemeni. Ideal candidate should have: - Extensive experience programming in Deluge. - Proficiency in building custom applica...

I am in need of a cheat sheet that guides me through the stages of subject selection, focusing specifically on portrait work, even in scenarios with messy hair. The final goal is to invert the mask to be...requirements: - Techniques and tools should focus on Quick Selection tool, Refine Edge tool, and Refine Hair - Each step of the process must be clearly explained. Step-by-step written instructions with supportive visuals preferred. - All information must be concisely formed into a PDF document to be both user-friendly and convenient Freelancers with advanced proficiency in Photoshop, excellent tutorial formation, and instructional design are highly valued. Previous experience in creating similar helpsheets or guides would be a plus. I am likely to want further sheet sheets in t...

I need an experienced Laravel developer to undertake crucial tasks within a large-scale project over a two-week timeline. The Laravel-specific requirements are as follows:- 1. Fix the Home Dashboard to display real data instead of dummy data in Laravel. 2. Implement form data transfer from the website to the CRM Enquiry Menu in Laravel. 3. Ensure that won enquiries are correctly displayed after conversion to contacts in Laravel. 4. Highlight the current menu item on the left in Laravel. 5. Correct CSV download functionality in Contacts, ensuring filters, headers, and special characters are handled properly in Laravel. 6. Enable clicking anywhere on the contact data table to open the view of that particular contact in Laravel. 7. Remove the display of the last date from the top of t...

I am looking for a skilled designer to create an engaging social media post for Instagram. The primary goal of this post is to drive traffic to my website, so it should be designed with a clear call-to-action in mind. The text on the graphic: "Who wants an Insurance AI snapshot build + a free trial account of Agent CRM? Just comment below and we’ll dm you the details." Key requirements: - Design a visually appealing post using bright and bold colors - Ensure the post is optimized for Instagram and is likely to generate engagement - Incorporate the provided text in a way that makes it stand out and encourages clicks I can't wait to see your designs!

...custom module for tracking referrals. Here are the main aspects of the project: We are creating a system to efficiently reach out to a large list of financial advisors and encourage them to refer their clients to us as new leads. Using Zoho CRM, Zoho Campaigns, and Zoho Analytics, this system will manage our outreach and track referrals. Financial advisor list will be imported into Zoho Campaigns. A select number of contacts will be added to an initial 6-week weekly campaign, and once completed, they will move to the 24-month campaign. In Zoho CRM, a custom module called "Partners" will be created to manage financial advisors who respond to our email campaign. When an advisor refers a client, we will manually enter the lead into the Leads module and link it ...

...for a developer who can customize my current solution based on Perfex CRM. This is what is need to be implemented: - Add additional fields to the CRM product including License Plate, Color, Chassis. - A new general section showing all cars that have been ordered based on license plate number. This section should be linked to Perfex CRM orders. In this section I should be able to click on the license plate number which should show me (for example on the side) various data including the starting warehouse, all intermediate locations before arriving at the destination, the current location and all the product item details. The starting warehouse position should be retrieved from the value of a custom fields already in the CRM, instead the intermediate and cur...

I'm in need of a professional who can set up Zoho CRM and Inventory Management for me. Although I don't currently have a Zoho CRM account, I'm well aware of its capabilities and I believe it could significantly streamline my sales process and improve customer relationship management. I have less than 100 products in my inventory and I'm looking to automate my inventory management. Key Responsibilities: - Set up Zoho CRM from scratch - Implement Zoho Inventory Management - Ensure smooth integration between the two systems - Provide recommendations for streamlining sales process Desired Skills: - Proficiency in Zoho CRM and Inventory Management - Prior experience in setting up Zoho CRM and Inventory - Strong understanding of sales pro...

I'm in need of a diligent data entry specialist for my remote position. - Your main responsibility will be to input and maintain data in our custom CRM or database software. The average workload will consist of 100 to 500 entries per day. The job is part-time, offering flexible hours and the convenience of working from home. Ideal candidates should have: - Excellent typing skills - Strong attention to detail - Proficiency in data entry software, particularly in a CRM or database context - Good time-management skills Your expertise in data entry will help us keep our records up to date and running smoothly. Your dedication and precision are key to ensuring we maintain high data quality standards.

...trustworthy online worker. I helped many startups, entrepreneurs, and business owners achieve their business goals in the past. I am an excellent communicator with sublime linguistic skills, and attention to detail is my key skill. Ill follow your instruction for the letter and get back to you with fantastic results. Here are the services I offer: Data Entry Data Mining Excel Data Entry CRM Data Entry Data Scraping Copy Paste Work Data Conversion Shopify Product Listing WordPress Data Entry PDF to Excel or Word JPEG to Excel or Word Typing in Excel or Word E-commerce Products Listing Web Research and Web Scraping Please read the reviews from my previous clients where they speak about my professionalism, quality, and work ethic - Im confident you will find me...

I'm in need of an expert who can integrate my Odoo 17 system with Power BI and ensure that data is synchronized every hour. Key Responsibilities: - Develop a seamless integration process between Odoo 17 and Power BI - Ensure that the data is synchronized every hour - Provide a secure and reliable system for the integration Ideal Skills and Experience: - Proficient in Odoo 17 - Experienced with Power BI - Expertise in data synchronization - Previous experience with hourly data sync would be a plus

...- Train the AI models for optimal performance in handling calls, scheduling appointments, processing payments, and writing personalized emails. - Test and troubleshoot any technical issues to ensure smooth operation. - Provide ongoing support and guidance to clients on using our AI solutions effectively. Bonus Points: - Experience with machine learning (ML) concepts - Familiarity with specific CRM or appointment scheduling software - A background in customer service or sales Long-Term Partnership: - As well as out current clients, we're committed to building strong relationships with our partners. This is a fantastic opportunity for a long-term partnership with potential for growth within our company. Virtual Call: - All applicants must be prepared to participate in a vir...

I am looking for an experienced course creator to develop a comprehensive video tutorial focused on Microsoft Power Query. Key Features: - User-friendly interface - Capabilities to import data from various sources - Customizable course structure The ideal candidate should have the ability to break down complex concepts and make them easily understandable. The course content should cater to beginners and intermediate level learners. Course Duration: Each video course module should be crafted with the target of a total duration amounting to 3-4 hours. This could be composed of several shorter lessons or modules, for easy consumption and better learning experience. Required Skills: - Strong knowledge of Microsoft Power Query - Proven experience in creating video courses - Excelle...

I am seeking a skilled developer to customize our existing Worksuite CRM and develop a companion mobile app for both IOS and Android. Key Customization Features: - User Interface Redesign: The interface needs a fresh look. This includes a color scheme update, font style change, and layout modification. Please provide examples of similar projects you have completed and detail your experience with Worksuite and mobile app development.

...detailed, step-by-step guides on installation, setup, usage, and troubleshooting, including important notes. Incorporate high-quality screenshots and tutorial videos to enhance understanding and engagement. Publish well-formatted, visually appealing articles on our WordPress-based blog. Requirements: Proven experience in tech blogging, specifically with software reviews, blockchain technology, or similar topics. Excellent English writing skills with the ability to create clear, concise, and engaging content. Technical proficiency with blockchain software and a strong understanding of its applications. Ability to produce high-quality screenshots and tutorial videos. Experience with WordPress and basic SEO principles. Strong research skills to ensure technical accuracy. Att...

I need a professional to customize the invoice and sales quotation layouts on my Odoo 12 instance hosted in Google Cloud. The project involves: - Customizing the 'Header' section by changing the font style and size. Additionally, you'll be required to incorporate a company logo as well as a company stamp in the footer. - The 'Order Summary' section may involve rearranging columns, adding additional columns, customizing subtotals as well as adding a background image to the bottom of the layout. Ideal candidates should have: - Proficiency in Odoo 12 and experience in customizing its modules. - Strong background in Linux VM, specifically Ubuntu 18, and Google Cloud hosting. - A keen eye for design aesthetics and the ability to translate my requirements...

This pr...and registration - Push notifications - In-app messaging - Instant task and task status updates - Task-wise inventory functionality - Task completion insights - Features to highlight incentives, with filtering options based on locality Additionally, a functional CRM system is desired for: - Monitoring customer interactions - Generating sales reports - Streamlining contact management, and - Real-time tracking of earnings and redemptions. Ideal candidates for this project should have experience in mobile app development, CRM systems, and a deep understanding of customer operations. Proficiency in developing across both iOS and Android platforms is critical. Experience with user notification systems, in-app messaging, and financial reporting functionality is ...

I'm looking for a Salesforce CPQ Developer to assist with a variety of functionalities. Experience in Development, Visualforce Pages, Lightning Web Components, and Administration Strong understanding of CRM processes and functionality Experience with customization and enhancements Knowledge of Salesforce CPQ and CPQ configuration Experience with Salesforce integration and data migration Strong analytical and problem-solving skills Excellent written and verbal communication skills certifications are a plus Bachelor's degree in Computer Science, Information Technology, or related field Are you enthusiastic to accept new challenges and delivering a high performance , scalable solutions in Salesforce CPQ and meet below

I’m currently seeking an experienced developer for the creation of a CRM Application based on WordPress and PHP. This comprehensive CRM system will focus mainly on the following aspects: - Contact Management: Easy setup for adding new contacts, updating existing contacts, and generally ensuring robust record-keeping for clients. - Sales Pipeline Tracking: This feature will aid in tracking the progress of deals, identifying slow points, and pushing for efficient sales funnel management. - Customer Support Ticketing: A well-organized dashboard for support tickets, helping in prompt and effective resolution of customer issues. While the main features are outlined, I’m open to discussing additional functionalities that might enhance the system’s effectiveness....

...looking to collaborate with a skilled video editor who can help bring my YouTube channel to life specifically with entertaining and tutorial-based content. Here's what the job entails: - You will need to create animated videos that are longer than 10 minutes. Your creativity, knowledge and experience with animation will be particularly appreciated. - The videos should be engaging and fun, while always maintaining an educational component. - Given the length of these videos, you should be able to maintain the viewer's attention throughout. Ideal skills: - Proficiency in editing software including animation tools. - Prior experience in creating animated tutorial or entertainment videos, especially for YouTube. - A creative and imaginative mindset. Let's...

I'm looking for an experienced Odoo developer to help customize the standard report templates in Odoo Community, specifically the header, invoice, PO, and credit notes templates. Key Customizations: - **Layout and Formatting:** I need the layouts of these reports to align with our company branding and reflect a professional appearance. - **Adding Fields:** The reports need additional fields to provide comprehensive information to our clients and internal teams. - **Removing Unnecessary Sections:** Some sections or fields in the default templates are not relevant to our business; those need to be removed. Additional Fields: - **Product Details:** Include details about the products in the reports. - **Tax Information:** Ensure tax details are clearly visible on the repor...

...in need of a talented video creator to produce a live-action demo tutorial for my platform. The intended audience for this tutorial are intermediate users, therefore the content should be both engaging and informative. Key Tasks: - Create an engaging live-action video: This video should demonstrate how to effectively utilize the booking process and user profile customization on our platform - Keep it intermediate-friendly: The content should be easy to follow for users who are somewhat familiar with the platform but are still learning its intricacies. Ideal Candidate: - Experienced video creator: You should have a strong portfolio of creating live-action demo videos for software or similar products. - Understanding of tutorial creation: Experience in creating tuto...

In need of captivating explainer, tutorial and promotional videos. The videos should run between 1-3 minutes and primarily feature real-life footage. My priority will be working with someone who understands the balance between informational and persuasive content while capturing the essence of real-life scenarios. Skills and Experience: - Proven experience in creating explainer, tutorial, and promotional videos - Proficiency in real-life footage video production - Ability to convey complex information in a simple, easily understandable manner - Strong storytelling skills to maintain viewer engagement I look forward to your bids and viewing samples of your previous work that align with my needs. Let's connect to create engaging video content!

...serve as a centralized hub for tracking sales data, generating custom reports, and integrating with our existing CRM and PayRoll management software. The main features I need include real-time sales data updates during business hours, customizable executive reports, and seamless integration with our CRM system. We have an open API so that you can investigate what data is available. Key requirements: - Developing an API Salesboard tool with a user-friendly interface and robust functionalities. - Ensuring real-time updates on sales data during business hours in 20 minute intervals - Implementing a feature that allows for customizable reports. - Required integration with our CRM system. - Ability to manually enter some non-sales data or if possible, import from P...

...and making offers. The more people you talk to and make offers to, the closer you get to a deal. We have the right systems and processes in place for you to be successful; all you have to do is follow them consistently. Success in this role requires action, persistence, and a daily commitment to showing up ready to work. Key Responsibilities: - Running SMS or voicemail campaigns to homeowners ( crm will do mass sms for you) -Qualifying interested leads and gathering necessary information and Speaking with homeowners to assess their interest in selling -Making offers on properties -Following up with leads to move them through the acquisition process - Continuing education in real estate (provided) -Meeting daily and weekly KPI targets Requirements: - Previous experience i...

I'm expanding my technology business and I need a dedicated...setting up remote meetings through calls. Key Responsibilities: - Your primary goal will be to increase sales, through setting up meetings. - You'll be expected to make 100 dials daily, using the software and numbers provided. - I will provide you with a Salesforce CRM to manage the leads and appointments. Ideal Candidate: - Should have a basic understanding of technology products and services - a tech-savvy individual would be preferred. - Experience in sales calling and lead generation is a plus. - Proficiency in using Salesforce CRM would be an advantage. This is a part-time role, requiring 4 hours a day. Please make sure to apply if you're comfortable with the daily call volume and have the ...

I'm seeking a virtual assistant to handle less than 10 incoming leads per day for my lawn mowing business. Key Responsibilities: - Respond to leads through Email, Phone calls, and Social media. - Request photos and a description of the job from the leads. - Add lead information and pictures to our CRM system. Ideal Candidate: - Prior experience in customer service or lead handling. - Knowledge of CRM systems. - Excellent communication skills. - Attention to detail and organization. - Ability to work independently and efficiently. This is a crucial role in my business, so I'm looking for someone who is reliable and can maintain a consistent response time to these leads.

I need a professional to help me with the setup of my Google Ads account and integrate it seamlessly into my GHL platform. I'm looking to generate leads to grow my Sales Consultancy business and need someone with expertise in this area. Key requirements: - Setting ...will involve tracking leads and overall performance. Ideal skills and experience: - Proficiency in Google Ads: Experience in setting up and managing Google Ads campaigns is essential. - Sales-focused Marketing: The selected candidate should understand the dynamics of generating leads for a Sales Consultancy. - GHL Integration Expertise: Proven experience in integrating Google Ads with GHL or other CRM platforms would be highly advantageous. Please provide details of your previous experience with similar projec...

...delving into Odoo and seek expertise in its full implementation. We need a seasoned professional who can help fulfill all aspects of the following: - Installation and Setup: Quick and precise setup to ensure all components run smoothly, paving a smooth runway for the rest of our operations. - Customization and Module Development: Adapting Odoo to fit our unique business requirements. Not just basics, we need significant customization, especially within modules tailored for CRM, Accounting & Finance, Point of Sale, and Inventory. - Training and Documentation: Our team is fairly new to this, hence we count on your descriptive training sessions and comprehensive documentation to bolster our in-house competencies. Your affinity with small-sized teams and hands-on ...

We are looking for several motivated freelancers interested in creating simple and user-friendly websites on Odoo (1-4p). Proficiency in Python and experience with Odoo are required. We have a large number of Odoo projects to be completed per week, and if you are serious, we will offer you multiple projects per week. Please contact us. Thank you.

I'm looking for a dedicated appointment setter to help me with setting sales appointments over the phone. Key Responsibilities: - Making outbound Cold Calls to potential clients to schedule appointments. - Collecting and recording important information such as contact details, preferred appointment time, and purpose of the appointment. Ideal...potential clients to schedule appointments. - Collecting and recording important information such as contact details, preferred appointment time, and purpose of the appointment. Ideal Skills: - Strong communication and interpersonal skills. - Previous experience in outbound calling, preferably in a sales setting. - Ability to gather and record detailed information accurately. - Familiarity with CRM software or appointment scheduling t...

I'm in need of a skilled videographer to create a series of tutorial videos for my product. - Your primary goal will be to provide step-by-step instructions for using the product. This requires a clear and concise explanation of each step to ensure that viewers can follow along easily. - I would like the instructions to be delivered through voice-over narration. This will help viewers to absorb the content more effectively and provide a professional touch to the videos. The ideal candidate for this project should have previous experience in creating tutorial videos and be able to provide a professional voice-over for the narration. It's important that you can deliver clear and engaging content that is easy for users to follow.

...innovation, respect, integrity, and a continuous quest for excellence. We are on the lookout for a commitment to leveraging Zoho CRM and Zoho Campaigns to enhance our operations and customer engagement. Position Summary: We are seeking a dedicated Zoho CRM & Zoho Campaigns Specialist to optimize our CRM strategies and processes. The ideal candidate will have a deep understanding of Zoho CRM & Zoho Campaigns capabilities and a proven track record of implementing and managing CRM solutions that increase efficiency and customer satisfaction. The Opportunity: As a Zoho CRM Specialist, you'll play a pivotal role in customizing, configuring, and maintaining our Zoho CRM system and Zoho Campaigns buildouts to improve our sales p...

I am seeking a developer to create an online database/sales tracking/CRM system from an existing Access database Key Features: - online access. - mirror the look and ease of use of existing access database. - import existing data in new database

For our organization's continued growth, we are moving towards streamlining operations, enhancing customer service, an...systems. This step is important in achieving our above goals. - Required Functionalities: The necessary functionalities needed from MS Dynamics Field Service include work order management, resource scheduling, and inventory management. - Current Systems: Our existing infrastructure includes a CRM and ERP system which will be part of the integration process. The ideal candidate for this task would be experienced in system integrations, particularly with MS Dynamics Field Service and familiar with CRM and ERP systems. The ability to work efficaciously to improve operational streamline, enhance the customer service experience, and augment resource effici...

I'm looking for a qualified professional to assist with the migration of our Hubspot data...relationships and custom fields are accurately mapped and migrated, as well as deals process flows, as required to accommodate the Hubspot data. It's important that the migration process is seamless and all data remains intact during the transition. Ideal Skills and Experience: - Proven experience with data migration between CRM systems, specifically from Hubspot to Microsoft Dynamics 365 Sales. - Strong understanding of custom fields and data relationships within CRM systems. Please be ready to provide examples of similar projects you've completed in the past, as well as a detailed plan on how you intend to execute this data migration. Start you proposals with I HAV...

I have a Wordpress plugin called Sales Agents B2B and I'm looking for a skilled Wordpress developer to make 4 small customizations to it. The customizations required are as follows: - Adding new function...Showing the assigned sales agent in the list view of users - Modifying existing features: - Ensuring sales agent visibility in the list view of users The ideal candidate should have experience in: - Expertise in Wordpress plugin development - Understanding of user roles and permissions - Proficiency in PHP and MySQL for plugin customization - Previous experience in CRM system integration would be a plus Please only apply if you have relevant experience and can deliver quality work within a reasonable timeframe. I'm looking forward to hearing from you.

I'm in need of a system that efficiently and accurately captures and records detailed customer policy information. Key inf...accurately captures and records detailed customer policy information. Key information to gather includes: - Policy Information - Policy Type - Effective Date - Expiration Date - Premium - Carrier Company This information will help us keep accurate records, keep track of expiration dates, and better understand the coverage our clients have. The ideal person for this job would have experience in CRM development, database management, and a strong understanding of data privacy and security matters. Your task will be to set up a data capture followed by populating those information into our database. Understanding of insurance company's workflow will be...

I need a developer to design and implement a blogging website focusing on expert advice and tutorials. This project requires: - Expertise in blogging site development - Experience with subscription-based services - The ability to integrate user-friendly interface Skills required: - Web Development - Blog Creation - Subscription Service Integration